Zhongjin expects sales of electric vehicles to exceed 10 million in 2022. Ningde era Yichun new lithium-ion battery manufacturing base project laid the foundation.

[Chuaneng Power: plans to jointly develop Lithium Iron Phosphate Project with Sichuan Luqiao and BYD] Chuaneng Power announcement, in order to promote the company's strategic layout of the whole industry chain of lithium-ion power battery, the company plans to set up a joint venture with Sichuan Luqiao, BYD and Mabian Yi Autonomous County Hefeng State-owned assets Co., Ltd. to comprehensively develop Mabian County phosphate resources and lithium iron phosphate project. Among them, the company subscribed 200 million yuan, accounting for 20% of the registered capital of the joint venture company; Sichuan Road and Bridge contributed 670 million yuan, accounting for 67%; and BYD contributed 10 million yuan, accounting for 1%. In addition, Chuaneng Power plans to transfer its 5% stake in Sichuan Neng Investment Lithium Industry Co., Ltd. to Sichuan Road and Bridge.

[Yiwei Lithium Energy: signing 50GWh Power Storage Battery Strategic Cooperation Framework Agreement] on October 28th, Yiwei Lithium Energy announced that it signed the "Yiwei Lithium Energy 50GWh Power Storage Battery Project Strategic Cooperation Framework Agreement" with Chengdu Management Commission, and discussed cooperation to introduce relevant suppliers of core components of lithium-ion battery according to the needs of the lithium-ion battery production base project.

[Ningde era Yichun new lithium-ion battery production base project laid foundation] on October 28th, the Yichun era new lithium-ion battery production and manufacturing base project invested by Ningde era was officially laid down in Yichun Economic Development District, and the first phase invested 13.5 billion yuan to build 50GWh new lithium battery production and manufacturing base project. "View details

[Jiayuan Technology: high-end lithium copper foil will be in short supply] on October 28, Jiayuan Technology said in a recent survey that in the short term, thanks to the rapid development of the downstream lithium industry, it will not cause product overcapacity for the time being; in the medium to long term, the lithium copper foil market is expected to be in short supply of high-end products.

[Tianyuan shares: at present, the production capacity of Yibin Libao, an important shareholding company of the company, is 20,000 tons.] on October 28, Tianyuan shares said on the interactive platform that Yibin Libao, an important shareholding company of the company, currently has a production capacity of 20,000 tons and a production capacity of 10,000 tons under construction. Yibin Libao products are supplied to Ningde era in accordance with the comprehensive strategic cooperation agreement.

[China International Capital Corporation: sales of electric vehicles are expected to exceed 10 million in 2022] China International Capital Corporation reported that the global sales and permeability of new energy vehicles are accelerating. According to the experience of the S-shaped growth curve and the latest guidelines of the industrial chain, it is expected that the sales of electric vehicles will exceed 10 million in 2022, the basis for the calculation of the industrial chain will be revised, and the long-term investment framework will be reconstructed. Investment advice, optimistic about the head of new energy vehicle enterprises, and in the electric intelligence in the leading parts enterprises, including Tesla industry chain, electric drive industry chain and so on. Be optimistic about lithium electricity and four major materials, as well as upstream raw materials. In the aspect of lithium battery equipment, it is recommended to subdivide the high-quality enterprises of the race track: the middle and rear process equipment manufacturers that have a key impact on the battery cell yield; recommend the structure manufacturers with the growth of battery installation Synchronize, and pay attention to the model segment automation equipment manufacturers whose automation rate is still low and the current demand growth is accelerating.